IFA Administrator

IFA Administrator Leeds £28,000 - £35,000 + Benefits NJR Recruitment is delighted to be working with an established and highly regarded financial planning business in Leeds, who are looking to recruit an experienced IFA Administrator to join their team. This is an excellent opportunity for an experienced IFA/Wealth Management Administrator who enjoys working in a busy, technical environment and takes pride in delivering accurate, compliant administration to support advisers and their clients. The role will involve supporting the full new business process, dealing with investment platforms and life companies, maintaining accurate client records and ensuring that client files are fully compliant before business is submitted. The Role As an IFA Administrator, your responsibilities will include: Preparing and pre-completing application forms Obtaining illustrations and relevant pre-advice documentation Submitting new business and investment trades via various platforms and life companies Onboarding new clients and ensuring files are fully compliant Adding and maintaining client information on Intelligent Office (iO) Submitting Letters of Authority to providers and obtaining policy information Maintaining fee agreements, client agreements and peer-reviewed reports Keeping compliance sections within the fact find up to date Providing general office and administrative support when required What We''re Looking For The successful candidate will ideally have: At ..... full job details .....